Financial Account Information Made Easier

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Financial Account Information Made Easier

by | May 26, 2016

Tired of having to log in to a plethora of financial sites with all those passwords to access your total financial picture?  Now you can have a complete view of your financial world with one log-in.  The Raymond James Investor Access site allows you to connect to and view all of your financial accounts in one place. You can aggregate account information from more than 8,900 financial institutions and have them automatically updated every night.
​In addition to your Raymond James accounts, you will see your bank and credit union checking and savings accounts, 401(k) accounts, credit cards, mortgages, and more. You can even manually enter assets such as jewelry, collectibles, cars and real estate to build the full picture of your total net worth.

Supported by technology built to the highest standard of information security, the account aggregation service offers users multiple layers of protection at every step. Data is aggregated using three highly secure methods to ensure all sensitive information remains private and protected.

Everything is continuously monitored by security experts – 24 hours a day, 7 days a week – and numerous security checks have been built into the application to guard against intrusion attempts. The system also leverages multilevel, state-of-the-art hardware and software, which means data is always encrypted and stored securely.

By ensuring that security and privacy are the foundation of the account aggregation application, we’ve made it safer to make your financial life a little easier. By aggregating your financial data – across accounts and companies – we can help you build a clearer picture of what you’re working with and everything you can accomplish.  


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